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Crestwood Advisors Group’s HSBC HSBC Stock Holding History

Crestwood Advisors Group’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$523K Buy
5,504
+1,102
+25% +$101K 0.01% 477
2026
Q1 		$363K Buy
4,402
+1,343
+44% +$114K 0.01% 519
2025
Q4 		$241K Buy
+3,059
New +$219K ﹤0.01% 601

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Crestwood Advisors Group's HSBC Position: Q2 2026 in Review

Crestwood Advisors Group increased its HSBC (HSBC) stake by 25% in Q2 2026, buying an estimated $101K and bringing the position to 5,504 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #477.

Crestwood Advisors Group first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Crestwood Advisors Group held 5,504 shares of HSBC worth $523K as of Q2 2026.
  • Crestwood Advisors Group bought 1,102 HSBC shares in Q2 2026, an estimated $101K.
  • HSBC made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #477 holding.
  • Crestwood Advisors Group first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.